Sun Life Financial Advisor

SunLife

Rouyn, , Canada
Base: not specified; bonus/equity: unlimited earni...
Building long-term client relationships
Providing financial advice and recommendations
Conducting client meetings and reviews
Financial advisors build long-term relationships with clients to help them plan financially for various life stages and provide purpose-driven career opportunities with unlimited income potential

Job Summary

  • Financial advisors build long-term relationships with clients to help them plan financially for various life stages and provide purpose-driven career opportunities with unlimited income potential.
  • The role offers independence, flexibility, hands-on local support, recognition programs, and leading-edge technology to help advisors succeed and grow their business.
  • Advisors prepare strategies to attract clients, conduct meetings, review financial goals, recommend suitable products, and stay connected through ongoing training and community networking.

Matching Summary

Financial advisors build long-term relationships with clients to help them plan financially for various life stages and provide purpose-driven career opportunities with unlimited income potential.

Salary

Base: Not specified; Bonus/Equity: Unlimited earning potential with monthly bonuses; Benefits: Recognition programs, prizes, travel incentives, stock ownership

Skills & Requirements

Must-have

  • Building long-term client relationships
  • Providing financial advice and recommendations
  • Conducting client meetings and reviews
  • Developing financial roadmaps
  • Using leading-edge technology
  • Ongoing training and professional development

Nice-to-have

  • Motivating others to action
  • Business development skills
  • Networking and marketing activities
  • Celebrating achievements and inclusivity culture

Key Requirements

  • College/University degree
  • Some professional experience
  • LLQP and/or Mutual Fund license or course/exam completion
  • Legally entitled to work in Canada

Work Rights

Legally entitled to work in Canada

Tailored Resume

Cover Letter